Advisor, Personal

2 weeks ago

Lévis QC, Canada Desjardins Full time

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs who have significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- Set goals and advise members and clients on the best solutions and strategies
- Collect, compile and analyze data. Prepare reports and recommendations
- Oversee portfolios. Assess customer satisfaction and service quality, follow up, and make improvements as needed
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field- What we offer*-
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment- What you bring to the table-
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is requiredDrive results, Interpersonal Savvy

LI-Remote

Trade Union

Non-unionized

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family

Member/client sales and service (FG)

Unposting Date

2024-11-13

  • Personal Finance Advisor

    6 days ago

    Lévis, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    6 days ago

    Lévis, Canada Desjardins Group Full time

    Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Lévistime type: Full timeposted on: Posted Todayjob requisition id: R2516131As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with...

  • Personal Finance Advisor

    2 weeks ago

    Lévis, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Personal Finance Advisor

    4 days ago

    Lévis, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Hybrid Personal Finance Advisor | Impactful Member Planning

    6 days ago

    Lévis, Canada Desjardins Group Full time

    A leading cooperative financial organization in Lévis seeks a Personal Finance Advisor to develop relationships with clients and offer tailored financial advice. This hybrid role involves assessing client needs, advising on investments and loans, and working in a collaborative environment. The ideal candidate holds a Bachelor's degree and a mutual fund...

  • Personal Finance Advisor

    2 weeks ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Advisor, Personal

    1 week ago

    Montréal, QC, Canada Desjardins Full time

    As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special...

  • Personal Finance Advisor

    2 days ago

    Montréal, QC, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Wealth Management Advisor

    7 days ago

    Lévis, QC, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • SUN LIFE FINANCIAL ADVISOR

    6 days ago

    Lévis, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Lévis, Quebec time type Full time posted on Posted 5 Days Ago job requisition id JR00034458 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...